Generating reports
Three ways to create a report, what happens while it runs, and what you can do afterwards.
From a template
- Open Reports and click New Report, then search for a template by name, category or keyword. Or open the Templates tab and click Generate Report on a card.
- Select Data: pick one or more connected sources. Search and a type filter help when there are many; sources that fit the template are marked Recommended.
- Configure: set the report title. The suggestion is the template name followed by "Analysis Report".
- Generate: before starting, clariBI checks your credit balance and whether the sources need a sync. A progress bar follows each stage. Run in Background closes the dialog; a notification says when the report is ready.
A source whose data is older than its sync cadence is synced first, so the report works on current data.
From a dashboard
On an AI or automatic dashboard, Generate report writes a report from the dashboard's widgets. The cost is shown for you to confirm first. Once it exists, the button reads View report.
From a question
In Ask clariBI, Save as Report stores an answer and its charts as a report.
Several sources in one report
A report can use several sources. Each metric is computed from one dataset, and clariBI refuses to combine columns that never occur together in the data. Comparisons across sources work best when they share something to line up on, usually dates.
Credits
Credits are charged for the AI work a report takes, not at a fixed price. More sources, more metrics and more data mean more credits. The report page shows the amount used. If the balance runs out, generation stops with a message and you can buy a credit pack or wait for the monthly reset.
After it is generated
- Edit the title and description on the report page.
- Download a PDF; see Downloading and exporting.
- Share it with colleagues or on a public link; see Sharing reports.
- Schedule it to run again (Professional and Enterprise).
- Report Versions lists earlier runs of the same report, for example from a schedule.
- If a source changed in a way that affects the numbers (new categories, a jump in volume), the report notes the dates so you do not mistake the change for a business trend.
Treat the findings and recommendations as a draft for someone who knows the business. AI limitations explains what to check.
The trial lasts 14 days, includes 50 AI credits and does not ask for a card. When it ends, the account moves to the Free plan and keeps its data.